Irshad Sheikh, AAMS, MBA

Your Trusted Financial Advisor

Irshad R. Sheikh is a Managing Director – Investments with Wells Fargo Advisors, providing comprehensive wealth management and investment planning strategies for individuals, families, and business owners. With over two decades of experience in accounting, finance, and investment management, Irshad helps clients navigate complex financial decisions with a disciplined and thoughtful approach.

His practice focuses on Portfolio construction, Risk management, and Active portfolio oversight. As a PIM Portfolio Manager, Irshad designs and manages investment strategies aligned with each client’s objectives, time horizon, and risk tolerance. When appropriate, he can also incorporate social responsibility considerations into customized investment strategies.

Irshad works with clients on a broad range of financial needs, including retirement planning, investment management, business retirement plan solutions, and estate planning strategies in coordination with their legal and tax advisors. He has extensive experience serving physicians, professionals, and small- to mid-sized business owners, helping them evaluate tax-effective and tax-deferred strategies.

Before joining the financial services industry, Irshad spent more than eight years as Director of Finance with Macy’s/May Department Stores International, managing assets in excess of $1 billion. He earned a Bachelor of Science degree in Finance and an MBA in Public Accounting from St. John’s University and holds the AAMS® designation.

Outside of the office, Irshad enjoys golfing and traveling with his family. His wife, Farrah, is a Clinical Research specialist in ophthalmology. Their son, Raheel is an Anesthesiologist, and their daughter, Zofi Shaikh has joined my team as a Client Associate at Wells Fargo Advisors.

Please Note: Wells Fargo Advisors does not provide Tax or Legal Advice.